• Investment Management

    Providing a professional tailored management of securities and assets to help clients achieve their goals. 

  • Retirement Planning

    Helping clients plan for their retirement, including tailored strategies for saving, investing, and managing retirement income. 

  • Tax Planning

    Developing strategies to minimize tax liabilities and ensure tax efficient investing and withdrawals. 

  • Estate Planning

    Assisting clients in preparing for the transfer of their assets upon death, including wills, trusts, and other estate planning tools. 

  • Risk management & Insurance

    Advising on and providing solutions for managing financial risks through insurance products like life, health, disability, and long term care insurance. 

  • Financial Planning

    Creating comprehensive financial plans that cover budgeting, savings, insurance, investments, and estate planning.

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Meet Brent Ross

After a long and successful career at Edward Jones, Brent Ross decided to take bold steps towards establishing an independent advisory practice. This decision was driven by a passion for delivering client centric solutions free from the constraints of large institutional agendas. At Ross Investment Group we believe that every client deserves individualized attention and a financial strategy tailored to their unique goals in circumstances.

LEARN MORE

Questions? We are here for you! Call us at 253-900-9126 or fill out the contact form below! We're excited to offer you a complimentary consultation to explore how we can help you achieve your goals. Whether you prefer to meet in person or connect virtually, our team is here to provide personalized insights and solutions tailored to your needs. Schedule your session now and take the first step toward success!